Financial Gravity Asset Management’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18	Closed	-$1.19K	–	2398
2024 Q1	$1.19K	Buy	+18	New	+$1.12K	﹤0.01%	1208
2023 Q3	–	Sell	-61	Closed	-$212	–	1722
2023 Q2	$212	Buy	+61	New	+$3.47K	﹤0.01%	1169
2023 Q1	–	Sell	-52	Closed	-$182	–	1607
2022 Q4	$182	Buy	+52	New	+$2.63K	﹤0.01%	992
2020 Q2	–	Sell	-22	Closed	-$963	–	796
2020 Q1	$963	Hold	22	–	–	﹤0.01%	477
2019 Q4	$61K	Hold	22	–	–	0.04%	541
2019 Q3	$1K	Sell	22 -15	-41%	-$767	﹤0.01%	1104
2019 Q2	$2K	Buy	37 +15	+68%	+$904	﹤0.01%	944
2019 Q1	$1K	Buy	+22	New	+$1.22K	﹤0.01%	1185
2018 Q3	$1K	Buy	21 +2	+11%	+$111	﹤0.01%	1246
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	1274
2018 Q1	$1K	Buy	+19	New	+$942	﹤0.01%	1257